Individual/Family Planning

Sessions

What do Individual Sessions entail?

  • Get to know you

    Who are you? What have you done? What would like to do going forward?

    What are your values and passions?

  • Dream

    What are your goals, dreams, and aspirations for your Next Stage in life?

    How can we align your meaningful goals with your values and passions?

  • Game Plan

    Now that we’ve casted a vision, I will coach you in developing a game plan for what happens next and how you will get there!

    We’ll discuss Lifestyle, Financial Goals, Physical Health/Longterm care, Social and Emotional support, and Your Legacy!

  • Cheer you on

    As you build confidence in your ability to thrive during retirement, I will be there to help navigate the emotional and logistical challenges of transitioning out of the workforce!